Grades describe a company’s AI use, not the quality of its services.
New York, NYFinancial advisorsPublicly using AI since 2026

NewEdge Wealth

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How they use AI

Advisors use AI to turn financial plans and meeting notes into client briefings, build retirement roadmaps, and explain annuity contract language.

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Why this grade

Grade updated

This business uses AI in important financial planning and investment work.

AI-use signals

Uses AI in important financial planning and investment work

Useful questions to ask

Before you hire

Public information does not yet cover these parts of how this business uses AI. Ask them directly.

  1. Which AI tools built for financial planning and investment work do you use?
  2. How many of your staff use AI, and how are they trained?
  3. Is AI connected to your systems and records, or used on its own?
  4. How do people review AI output and protect client financial information?
  5. What results have you seen, such as better quality, faster work, or lower cost?

Ready-to-send message

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Subject: Question about how NewEdge Wealth uses AI

Hi NewEdge Wealth team,

I'm considering working with your business and would like to understand how you use AI.

1. Which AI tools built for financial planning and investment work do you use?
2. How many of your staff use AI, and how are they trained?
3. Is AI connected to your systems and records, or used on its own?
4. How do people review AI output and protect client financial information?
5. What results have you seen, such as better quality, faster work, or lower cost?

Thank you.

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This grade is about how the business uses AI. It is not a grade for the quality of its work or any one employee.